Senior Investment Specialist – LATAM Private Banking

JP Morgan Chase; Miami (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorganChase is seeking an Investment Specialist for the LATAM South market in the International Private Bank. You will help Bankers win new clients and deepen relationships by advising on investment solutions, while collaborating with colleagues across markets to drive the next level of performance.

You will conduct comprehensive investment reviews, develop policy statements, and support the execution of sophisticated brokerage transactions for high net-worth clients.

Qualifications

• Bachelor's degree required.
• Fluency in Spanish and English required.
• Series 7 and 66 licenses required; insurance licenses may be needed within 90 days.

Responsibilities

• Conduct investment reviews with clients to validate objectives and prepare recommendations.
• Develop investment policy statements and advise on asset allocation.
• Close sales of complex investment products.
• Coordinate sales efforts with Capital Advisors, Trust Officers and Wealth Advisors for qualified purchasers.
• Build strong relationships with internal clients and adhere to policies and procedures.

Skills

Bachelors degree

Spanish & English

Series 7/66 licenses

Wealth management

Private Banking experience

Education

Bachelor's degree

Job description

JPMorganChase is seeking an Investment Specialist for the LATAM South market in the International Private Bank. You will help Bankers win new clients and deepen relationships by advising on investment solutions, while collaborating with colleagues across markets to drive the next level of performance.

You will conduct comprehensive investment reviews, develop policy statements, and support the execution of sophisticated brokerage transactions for high net-worth clients.